VTAPX vs. FIPDX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or FIPDX.
Performance
VTAPX vs. FIPDX - Performance Comparison
Returns By Period
In the year-to-date period, VTAPX achieves a 4.59% return, which is significantly higher than FIPDX's 2.67% return. Over the past 10 years, VTAPX has outperformed FIPDX with an annualized return of 2.35%, while FIPDX has yielded a comparatively lower 1.40% annualized return.
VTAPX
4.59%
0.00%
3.19%
6.07%
3.41%
2.35%
FIPDX
2.67%
-0.87%
2.92%
5.57%
1.46%
1.40%
Key characteristics
| VTAPX | FIPDX | |
|---|---|---|
| Sharpe Ratio | 3.03 | 1.17 |
| Sortino Ratio | 5.02 | 1.74 |
| Omega Ratio | 1.68 | 1.21 |
| Calmar Ratio | 4.74 | 0.46 |
| Martin Ratio | 21.75 | 4.80 |
| Ulcer Index | 0.28% | 1.16% |
| Daily Std Dev | 1.99% | 4.75% |
| Max Drawdown | -5.33% | -14.29% |
| Current Drawdown | -0.47% | -6.84% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTAPX vs. FIPDX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is higher than FIPDX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VTAPX and FIPDX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VTAPX vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VTAPX vs. FIPDX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.88%, less than FIPDX's 5.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.88% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 5.49% | 3.59% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% | 0.66% |
Drawdowns
VTAPX vs. FIPDX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum FIPDX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for VTAPX and FIPDX. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. FIPDX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.46%, while Fidelity Inflation-Protected Bond Index Fund (FIPDX) has a volatility of 1.14%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.